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Latest Stock Portfolios of the World’s Best Investors & Hedge Funds

Name AUM AUM
Growth
AUM
Growth %
Quarter
Est. Return
3 Year
Est. Return
Holdings Portfolio Turnover Avg Holding
Period (Yrs)
StoneX Group
1851
StoneX Group
New York
$964M +$48.7M +5% 4.95% 85.2% 833 40.7% 2.2
Occudo Quantitative Strategies
1852
Occudo Quantitative Strategies
Florida
$964M -$140M -13% 7.02% 94.6% 1,380 66.23% 0.3
Hollencrest Capital Management
1853
Hollencrest Capital Management
California
$963M +$26.5M +3% 6.13% 85.6% 1,202 12.31% 1.6
NewSquare Capital
1854
NewSquare Capital
Pennsylvania
$962M +$116M +14% 3.51% 76.5% 960 17.71% 1.8
Vicus Capital
1855
Vicus Capital
Pennsylvania
$960M +$30.1M +3% 4.97% 59.6% 219 10.5% 2.9
Bank of Nova Scotia Trust
1856
Bank of Nova Scotia Trust
Ontario, Canada
$958M +$48.5M +5% 3.7% 61.4% 142 5.63% 5
First Financial Bank - Trust Division
1857
First Financial Bank - Trust Division
Ohio
$958M +$24.3M +3% 3.45% 68.6% 203 4.93% 6.4
Perella Weinberg Partners Capital Management
1858
Perella Weinberg Partners Capital Management
New York
$958M +$144M +18% 1.48% 1.52% 22 4.55% 3.1
Crestline Management
1859
Crestline Management
Texas
$958M +$116M +14% 12% 80.2% 218 60.09% 0.4
Cyndeo Wealth Partners
1860
Cyndeo Wealth Partners
Florida
$957M +$29.1M +3% 4.82% 93% 357 19.61% 0.4
Eagle Ridge Investment Management
1861
Eagle Ridge Investment Management
Connecticut
$953M +$63.3M +7% 7.08% 28.2% 162 10.49% 4.7
Baker Tilly Wealth Management
1862
Baker Tilly Wealth Management
Wisconsin
$953M +$63.1M +7% 8.09% 96.9% 580 11.38% 1.8
CastleKnight Management
1863
CastleKnight Management
New York
$952M -$15.3M -2% 15.5% 259% 347 36.6% 0.7
Greenwich Wealth Management
1864
Greenwich Wealth Management
Connecticut
$952M +$34.9M +4% 9.39% 198% 249 10.04% 4.4
Cape Cod Five Cents Savings Bank
1865
Cape Cod Five Cents Savings Bank
Massachusetts
$951M +$35.4M +4% 4.35% – 202 11.88% 5.9
Discovery Capital Management
1866
Discovery Capital Management
Connecticut
$951M +$71.2M +8% 14.4% 871% 90 72.22% 0.4
Rhenman & Partners Asset Management
1867
Rhenman & Partners Asset Management
Sweden
$949M +$37.8M +4% 14.2% 131% 98 25.51% 3.1
Vestor Capital
1868
Vestor Capital
Illinois
$948M +$97.7M +11% 15.2% 188% 281 20.64% 3.1
Jaffetilchin Investment Partners
1869
Jaffetilchin Investment Partners
Florida
$948M +$67.8M +8% 8.84% 88.1% 393 19.08% 2.5
Southernsun Asset Management
1870
Southernsun Asset Management
Tennessee
$948M +$71.5M +8% 8.73% 54.7% 28 7.14% 5.3
Girard Partners
1871
Girard Partners
Pennsylvania
$947M +$42.3M +5% 6.74% 25.7% 265 9.81% 4.5
RA
1872
Resolute Advisors
California
$946M +$87.4M +10% 29.4% 36.7% 73 13.7% 1.8
Y-Intercept (HK)
1873
Y-Intercept (HK)
Hong Kong
$946M +$84.3M +10% 4.1% 41.6% 1,852 72.95% 0.2
Sage Financial Group
1874
Sage Financial Group
Pennsylvania
$945M +$63M +7% 6.48% 62% 101 8.91% 3.2
Belpointe Asset Management
1875
Belpointe Asset Management
Nevada
$945M -$906M -49% 7.14% 80.1% 3,725 83.52% 3.1